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Are ASEAN economies sinking into recession?

ASEAN economies fighting impact of Covid-19

Most of the ASEAN member states have introduced stimulus packages and are mobilising both monetary and fiscal measures to avoid economic catastrophe. But how quickly can these measures stabilize the economy?
interview_GSAM_Luke Barrs_China A sharesvideo

China A-Shares: earnings growth in 2021?

The outlook for profits in China is positive, says Luke Barrs, Goldman Sachs Asset Management. Estimates of earnings growth for China A-shares this year are at 9 percent.
AFM_interview_ Patrick Ru_Neuberger Berman_China equityvideo

China stocks: higher valuations for quality shares

Given the global uncertainty in growth, and China’s own uncertainty, what structural investment opportunities are still available in China? We talked with Patrick Ru, Portfolio Manager, Neuberger Berman.
video

Asian Dividend: Cuts more moderate than earnings fall

Yu Zhang, Portfolio Manager, Matthews Asia, about the influence the coronavirus pandemic has on the Asian dividend landscape and the changes in earnings and dividend payments.
China STAR Market – roaring despite coronavirus

China Star Market – strong despite coronavirus crisis

China’s new tech-centric Star Market has raised more money in recent months than the country’s other more dominant bourses.
AFM_John Vail_Nikkoam_China economyvideo

China economy: Recovery will take time

Interview with John Vail, Chief Global Strategist, Nikko Asset Management about the impact the coronavirus has on China as well as the tensions with the US.

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